Wheeler Retirement Plans LLC offers consulting and management services for company-sponsored retirement plans. These services include plan design, investment selection and monitoring, administrative support, education, co-fiduciary support, and benchmarking. Wheeler Retirement Plans LLC works with the client to discuss plan goals, evaluate employer contribution options, and analyze income tax considerations. They assist with developing an investment strategy and monitoring investments.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are charged in monthly or quarterly installments in advance or in arrears and are based primarily on asset size and the level of complexity of the services provided. In individual cases, Wheeler Retirement Plans LLC has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.